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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
651
Wealth Advisory Solutions
Indiana
$567K +$438K +5,380 +104%
BWM
652
Buckley Wealth Management
Nevada
$559K +$109K +1,341 +15%
CT
653
Cambridge Trust
Massachusetts
$557K +$149K +1,830 +21%
QCMC
654
Quantum Capital Management (California)
California
$555K -$110K -1,347 -12%
RMC
655
Resources Management Corp
Connecticut
$553K -$33.4K -410 -4%
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$552K -$97.9K -1,203 -10%
TFA
657
TPG Financial Advisors
Oregon
$550K
SMC
658
Smith, Moore & Co
Missouri
$543K -$12.2K -150 -1%
RC
659
Roundview Capital
New Jersey
$542K -$625K -7,674 -43%
WF
660
Welch & Forbes
Massachusetts
$542K -$3.17K -39 -0.4%
PFS
661
Prospera Financial Services
Texas
$541K -$1.94M -23,819 -70%
BOS
662
Bank of Stockton
California
$540K -$89K -1,094 -10%
IRC
663
Investors Research Corp
Georgia
$540K +$686K +8,425 +511%
EWM
664
Empirical Wealth Management
Washington
$539K -$81.1K -997 -9%
CANY
665
Caxton Associates (New York)
New York
$535K -$5.86K -72 -0.7%
CAG
666
Csenge Advisory Group
Florida
$534K -$128K -1,569 -14%
SIM
667
Stratos Investment Management
Ohio
$530K +$804K +9,881 New
GPA
668
Garrison Point Advisors
California
$527K -$222K -2,725 -22%
MC
669
Moors & Cabot
Massachusetts
$525K -$160K -1,972 -17%
KCMRT
670
Kemper Corp Master Retirement Trust
Illinois
$520K
BCCM
671
Bridge Creek Capital Management
Massachusetts
$518K -$8.14K -100 -1%
FIM
672
Frontier Investment Management
Texas
$513K +$141K +1,734 +22%
Cerity Partners
673
Cerity Partners
New York
$512K +$474K +5,824 +157%
WAM
674
Wealthspire Advisors (Maryland)
Maryland
$510K -$228K -2,798 -23%
CB
675
Community Bank
New York
$508K +$130K +1,600 +20%